Soundarya K
Coimbatore
Summary
Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Overview
10
10
years of professional experience
Work History
Manager
Hdfc Bank Ltd
Coimbatore
04.2021 - Current
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Implemented new technologies to streamline operations, reduce costs, and improve customer service.
- Acquired new clients, building relationships, and cross-selling banking products.
- CASA account opened every month for all existing customer families and grouping done and completed YTD target as well.
- Assisted customers with selecting products, answering questions, and making product recommendations.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Handled 200 CR portfolio and achieved the target achievement on every month and YTD Completion of 104%
- Enhanced AML Management reports,Metrics reports and operational reports to include Key Risk Indicators,Key Performance Indicators,Trends and Analysis.
- Strong Experience in Transaction Monitoring,KYC(Know Your Customer)&SARs(Suspicious Activity Reports)
- Conducted thorough investigations into suspicious transactions" or "Implemented automated transaction monitoring systems.
- Assisted in developing new strategies for mitigating money laundering risks associated with customer accounts.
- Analyzed areas of potential risk to assets, earning capacity and organizational success.
- Developed training materials for staff regarding the customer centricity and all banking products
- Performed quality assurance reviews of customer account information prior to onboarding customers onto the system.
- Created monthly reports for senior management summarizing operational performance metrics.
- Monitored team performance, tracked progress towards goals, identified areas of improvement and provided feedback to employees.
- Conducted regular meetings with staff to discuss progress on projects, provide updates on changes in policy or procedure, and address any issues that need to be addressed.
- Analyzed business performance data and forecasted business results for upper management.
- Coordinated with other departments to ensure seamless project integration and timely completion of objectives.
- Created a positive work environment by setting clear expectations and providing resources necessary for success.
- Provided guidance, coaching and mentoring to individual team members as needed to help them reach their full potential.
- Set objectives for teams based on organizational goals; monitored performance against targets; provided feedback and took corrective action when needed.
- Implemented process improvements aimed at increasing efficiency while reducing costs wherever possible.
- Evaluated existing systems and procedures for effectiveness; identified opportunities for improvement; developed plans for implementation.
- Motivated team members to consistently achieve or exceed performance expectations.
Relationship Manager
PNB MetLife India Insurance company ltd
Coimbatore
07.2020 - Current
- Identified customer needs, developed customized solutions, and provided knowledgeable advice for investments.
- Established strong client relationships to drive business development.
- Analyzed competitors and market trends to facilitate business growth.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Coordinated with cross-functional teams to ensure successful implementation of projects for Business.
- Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Associate Agency Development Manager
Max life insurance company Ltd
Chennai
01.2019 - 04.2020
- Developed and implemented strategies to increase agency development and sales performance.
- Conducted regular meetings with agents to discuss their progress towards goals and objectives.
- Provided guidance, support, and training to new agents on company policies and procedures.
- Analyzed current market trends and identified potential opportunities for agency growth.
- Assisted in the recruitment of new agents by conducting interviews, reviewing applications, and making hiring decisions.
- Organized events such as conferences, seminars, webinars. for agents to attend for professional development purposes.
- Resolved customer complaints or inquiries quickly while maintaining a positive attitude throughout the process.
- Built relationships with key stakeholders within the industry such as vendors or partners in order to explore additional opportunities for growth of the agency business unit.
- Managed day-to-day operations related to agency development activities including budgeting, scheduling, project management tasks.
Customer Relationship Officer
Bharti Airtel Ltd
Chennai
02.2017 - 06.2018
- Developed customer service policies and procedures to ensure consistent and professional customer interactions.
- Provided technical assistance to customers in order to resolve their inquiries or complaints quickly and efficiently.
- Conducted regular reviews of customer feedback, identified areas for improvement, and implemented changes accordingly.
- Utilized CRM tools effectively in order to manage relationships with customers.
- Proactively contacted inactive customers in order to re-engage them with the company's offerings.
- Implemented quality assurance processes designed to monitor customer service levels.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Medical Coder
Medrona Billing Services Pvt Ltd
Chennai
03.2015 - 06.2016
- Reviewed patient medical records for accuracy, completeness and compliance with coding regulations.
- Coded diagnoses and procedures from patient medical records using ICD-10-CM and CPT-4 codes.
- Verified accuracy of procedure codes to ensure proper reimbursement levels.
- Researched discrepancies between documentation and billing information in order to resolve any issues prior to submission.
- Maintained high accuracy rate on daily production of completed reviews.
- Performed audits on coded claims to ensure that all required data elements are included for accurate payment processing.
Education
Bachelor of Science - BE Bio Medical Engineering
Velalar College of Engineering And Technology
Erode 08-2014
Skills
- Team Management
- Anti Money Laundering
- Risk Management
- Data Analysis
- Regulatory compliance
- Suspicious activities Report(SARs)
- Customer Due Diligence(CDD)
- Time Management
- Financial Intelligence
- KYC Compliance
- Excel and Microsoft Skills
Languages
English
Proficient
C2
Tamil
Proficient
C2
Timeline
Manager
Hdfc Bank Ltd
04.2021 - Current
Relationship Manager
PNB MetLife India Insurance company ltd
07.2020 - Current
Associate Agency Development Manager
Max life insurance company Ltd
01.2019 - 04.2020
Customer Relationship Officer
Bharti Airtel Ltd
02.2017 - 06.2018
Medical Coder
Medrona Billing Services Pvt Ltd
03.2015 - 06.2016
Bachelor of Science - BE Bio Medical Engineering
Velalar College of Engineering And Technology